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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,866 | $156,398-26.6% | $147,318-22.0% | $138,895-17.3% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 11.38% | 78.75%-67.4pp | 70.43%-59.1pp | 145.39%-134.0pp |
| Employer contribution / active EE | $2,717 | $4,853-44.0% | $4,593-40.8% | $4,194-35.2% |
| Participant deferral / active EE | $5,644 | $8,237-31.5% | $7,906-28.6% | $6,396-11.8% |
| Admin fee / account holder | $4,348 | $14,976-71.0% | $13,708-68.3% | $12,562-65.4% |